Transamerica · 14 hours ago
Bilingual Customer Care Representative - Life Insurance
United States
Full-time
Remote
Entry Level
$40K/yr - $46K/yr
3+ years expTransamerica is a financial services company that has been helping people live their best lives for over a century. The Bilingual Customer Care Representative will serve as the point of contact for customers, providing information on retirement, life, and annuity investment products while ensuring an outstanding customer experience.
Financial ServicesImpact InvestingInsurance
No H1B
Responsibilities
Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products
Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations
Locate/research information using multiple systems/technologies
Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues
Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner
Learn and maintain a proficient understanding of products, procedures, and systems
Achieve department metrics and expectations
Participate in a team based environment to achieve department goals
Qualification
Required
Associate's degree in a business field or equivalent experience
Three years of call center or customer service experience, or one year of financial services industry experience
Ability to communicate with customers in a professional manner, orally and in writing
Ability to work independently, and as part of a team
Proficiency using MS Office tools
Preferred
Understanding of retirement, life, and annuity investment products
Bilingual Spanish
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase